IBEW 915 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL 915 HEALTH AND WELFARE FUND
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,065,641 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,496,623 |
| Total income from all sources (including contributions) | 2022-12-31 | $9,387,357 |
| Total of all expenses incurred | 2022-12-31 | $10,516,090 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,127,746 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,469,045 |
| Value of total assets at end of year | 2022-12-31 | $16,168,054 |
| Value of total assets at beginning of year | 2022-12-31 | $17,727,769 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $388,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $347,438 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $347,438 |
| Administrative expenses professional fees incurred | 2022-12-31 | $55,853 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $187,920 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $317,927 |
| Administrative expenses (other) incurred | 2022-12-31 | $78,312 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $89,792 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $146,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,128,733 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,102,413 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,231,146 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,027,041 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,383,865 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,095,993 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $294,363 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $294,363 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $439,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,429,126 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $11,281,125 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,045,020 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,049,541 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,370,325 |
| Contract administrator fees | 2022-12-31 | $242,179 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $11,975,849 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $12,350,568 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | STEVEN D. EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2022-12-31 | 650140643 |
| 2021 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $146,055 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $23,390 |
| Total income from all sources (including contributions) | 2021-12-31 | $11,330,425 |
| Total of all expenses incurred | 2021-12-31 | $12,271,309 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,913,233 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,360,618 |
| Value of total assets at end of year | 2021-12-31 | $17,727,769 |
| Value of total assets at beginning of year | 2021-12-31 | $18,545,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $358,076 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $425,012 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $425,012 |
| Administrative expenses professional fees incurred | 2021-12-31 | $40,796 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $167,799 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $419,424 |
| Administrative expenses (other) incurred | 2021-12-31 | $62,076 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $146,055 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $23,390 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-940,884 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,581,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,522,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,383,865 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,892,179 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $294,363 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $704,259 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $704,259 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $393,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $544,795 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $10,192,819 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,049,541 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $949,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,100,517 |
| Contract administrator fees | 2021-12-31 | $243,204 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | STEVEN D. EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2021-12-31 | 650140643 |
| 2020 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $23,390 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $82,835 |
| Total income from all sources (including contributions) | 2020-12-31 | $12,337,804 |
| Total of all expenses incurred | 2020-12-31 | $7,875,073 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,522,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,855,842 |
| Value of total assets at end of year | 2020-12-31 | $18,545,988 |
| Value of total assets at beginning of year | 2020-12-31 | $14,142,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $352,470 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $454,142 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $454,142 |
| Administrative expenses professional fees incurred | 2020-12-31 | $36,775 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $148,755 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $377,030 |
| Administrative expenses (other) incurred | 2020-12-31 | $62,429 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $23,390 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $82,835 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,462,731 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,522,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,059,867 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,892,179 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,611,631 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $704,259 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,580,724 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,580,724 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $383,963 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,027,820 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $10,707,087 |
| Employer contributions (assets) at end of year | 2020-12-31 | $949,550 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $950,347 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,761,610 |
| Contract administrator fees | 2020-12-31 | $241,266 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | STEVEN D EISENBERG CPA PA |
| Accountancy firm EIN | 2020-12-31 | 650140643 |
| 2019 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $82,835 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $75,729 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,215,781 |
| Total of all expenses incurred | 2019-12-31 | $7,299,460 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,946,010 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,907,940 |
| Value of total assets at end of year | 2019-12-31 | $14,142,702 |
| Value of total assets at beginning of year | 2019-12-31 | $11,219,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $353,450 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $325,388 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $325,388 |
| Administrative expenses professional fees incurred | 2019-12-31 | $51,816 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $158,640 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $304,459 |
| Administrative expenses (other) incurred | 2019-12-31 | $66,641 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $82,835 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $75,729 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,916,321 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,059,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,143,546 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,611,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,914,904 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,580,724 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $496,496 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $496,496 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $315,734 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $982,453 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $8,749,300 |
| Employer contributions (assets) at end of year | 2019-12-31 | $950,347 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $807,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,325,817 |
| Contract administrator fees | 2019-12-31 | $222,993 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | STEVEN D. EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2019-12-31 | 650140643 |
| 2018 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $75,729 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $73,343 |
| Total income from all sources (including contributions) | 2018-12-31 | $7,470,524 |
| Total of all expenses incurred | 2018-12-31 | $7,954,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,629,148 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,420,050 |
| Value of total assets at end of year | 2018-12-31 | $11,219,275 |
| Value of total assets at beginning of year | 2018-12-31 | $11,700,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $325,333 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $277,498 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $277,498 |
| Administrative expenses professional fees incurred | 2018-12-31 | $37,687 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $144,011 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $258,564 |
| Other income not declared elsewhere | 2018-12-31 | $138,559 |
| Administrative expenses (other) incurred | 2018-12-31 | $53,796 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $75,729 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $73,343 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-483,957 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,143,546 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,627,503 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $11,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,914,904 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,903,785 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $496,496 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $220,801 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $220,801 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $284,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-365,583 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $7,276,039 |
| Employer contributions (assets) at end of year | 2018-12-31 | $807,875 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $576,260 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,086,090 |
| Contract administrator fees | 2018-12-31 | $222,850 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | STEVEN D. EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2018-12-31 | 650140643 |
| 2017 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $73,343 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $43,884 |
| Total income from all sources (including contributions) | 2017-12-31 | $7,877,051 |
| Total of all expenses incurred | 2017-12-31 | $7,530,626 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,157,128 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,049,128 |
| Value of total assets at end of year | 2017-12-31 | $11,700,846 |
| Value of total assets at beginning of year | 2017-12-31 | $11,324,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $373,498 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $249,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $249,181 |
| Administrative expenses professional fees incurred | 2017-12-31 | $41,806 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $121,712 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $243,462 |
| Administrative expenses (other) incurred | 2017-12-31 | $100,900 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $73,343 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $43,884 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $346,425 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,627,503 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,281,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $8,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,903,785 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,326,316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $220,801 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $197,863 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $197,863 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $280,795 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $578,742 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $6,927,416 |
| Employer contributions (assets) at end of year | 2017-12-31 | $576,260 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $800,783 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,632,871 |
| Contract administrator fees | 2017-12-31 | $222,792 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | STEVEN D EISENEBRG CPA, P.A. |
| Accountancy firm EIN | 2017-12-31 | 650140643 |
| 2016 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $43,884 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $91,773 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,056,005 |
| Total of all expenses incurred | 2016-12-31 | $6,632,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,246,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,507,862 |
| Value of total assets at end of year | 2016-12-31 | $11,324,962 |
| Value of total assets at beginning of year | 2016-12-31 | $10,949,002 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $385,514 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $275,428 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $275,428 |
| Administrative expenses professional fees incurred | 2016-12-31 | $40,806 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $158,958 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $234,017 |
| Other income not declared elsewhere | 2016-12-31 | $22,662 |
| Administrative expenses (other) incurred | 2016-12-31 | $112,906 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $43,884 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $91,773 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $423,849 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,281,078 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,857,229 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $8,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,326,316 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,801,399 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $197,863 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $362,843 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $362,843 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $274,104 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $250,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $6,348,904 |
| Employer contributions (assets) at end of year | 2016-12-31 | $800,783 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $784,760 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,738,521 |
| Contract administrator fees | 2016-12-31 | $223,802 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | STEVEN D. EISENBERG CPA, P.A |
| Accountancy firm EIN | 2016-12-31 | 650140643 |
| 2015 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $91,773 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $68,304 |
| Total income from all sources (including contributions) | 2015-12-31 | $5,694,996 |
| Total of all expenses incurred | 2015-12-31 | $6,039,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,628,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,553,070 |
| Value of total assets at end of year | 2015-12-31 | $10,949,002 |
| Value of total assets at beginning of year | 2015-12-31 | $11,269,771 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $410,329 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $333,679 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $333,679 |
| Administrative expenses professional fees incurred | 2015-12-31 | $47,942 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $161,170 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $208,153 |
| Other income not declared elsewhere | 2015-12-31 | $40,986 |
| Administrative expenses (other) incurred | 2015-12-31 | $130,472 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $91,773 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $68,304 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-344,238 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,857,229 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,201,467 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $9,396 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,801,399 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,475,596 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $362,843 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $390,792 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $390,792 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $233,720 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-232,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $5,391,900 |
| Employer contributions (assets) at end of year | 2015-12-31 | $784,760 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $403,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,187,032 |
| Contract administrator fees | 2015-12-31 | $222,519 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | STEVEN D EISENBERG CPA, P.A |
| Accountancy firm EIN | 2015-12-31 | 650140643 |
| 2014 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $68,304 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $60,756 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,630,681 |
| Total of all expenses incurred | 2014-12-31 | $5,842,818 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,468,577 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,031,189 |
| Value of total assets at end of year | 2014-12-31 | $11,269,771 |
| Value of total assets at beginning of year | 2014-12-31 | $11,474,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $374,241 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $351,061 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $351,061 |
| Administrative expenses professional fees incurred | 2014-12-31 | $105,118 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $159,092 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $243,753 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $229,321 |
| Administrative expenses (other) incurred | 2014-12-31 | $48,540 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $68,304 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $60,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-212,137 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,201,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,413,604 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $6,280 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,475,596 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,627,032 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $390,792 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $280,063 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $280,063 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $267,075 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $248,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $4,872,097 |
| Employer contributions (assets) at end of year | 2014-12-31 | $403,383 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $323,512 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,972,181 |
| Contract administrator fees | 2014-12-31 | $214,303 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | STEVEN D EISENBERG CPA, PA |
| Accountancy firm EIN | 2014-12-31 | 650140643 |
| 2013 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $60,756 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $91,329 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,518,252 |
| Total of all expenses incurred | 2013-12-31 | $5,300,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,980,647 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,940,889 |
| Value of total assets at end of year | 2013-12-31 | $11,474,360 |
| Value of total assets at beginning of year | 2013-12-31 | $11,286,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $319,640 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $320,789 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $320,789 |
| Administrative expenses professional fees incurred | 2013-12-31 | $33,382 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $188,300 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $243,753 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $222,125 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $265,321 |
| Administrative expenses (other) incurred | 2013-12-31 | $72,480 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $60,756 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $91,329 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $217,965 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,413,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,195,639 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $6,280 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,627,032 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,324,669 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $280,063 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $366,600 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $366,600 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $72,567 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $256,574 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $4,752,589 |
| Employer contributions (assets) at end of year | 2013-12-31 | $323,512 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $373,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,642,759 |
| Contract administrator fees | 2013-12-31 | $207,498 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2013-12-31 | 650140643 |
| 2012 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $91,329 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $60,348 |
| Total income from all sources (including contributions) | 2012-12-31 | $5,690,704 |
| Total of all expenses incurred | 2012-12-31 | $5,877,424 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,683,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,723,813 |
| Value of total assets at end of year | 2012-12-31 | $11,286,968 |
| Value of total assets at beginning of year | 2012-12-31 | $11,442,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $193,969 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $459,719 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $459,719 |
| Administrative expenses professional fees incurred | 2012-12-31 | $21,498 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $166,007 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $461,932 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $222,125 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $222,125 |
| Administrative expenses (other) incurred | 2012-12-31 | $41,475 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $91,329 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $60,348 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-186,720 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,195,639 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,382,359 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $4,680 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,324,669 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,607,778 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $366,600 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $203,415 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $203,415 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $77,794 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $507,172 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $4,557,806 |
| Employer contributions (assets) at end of year | 2012-12-31 | $373,574 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $409,389 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,143,729 |
| Contract administrator fees | 2012-12-31 | $126,316 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2012-12-31 | 650140643 |
| 2011 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $60,348 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $203,798 |
| Total income from all sources (including contributions) | 2011-12-31 | $5,446,123 |
| Total of all expenses incurred | 2011-12-31 | $5,195,031 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,996,419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,068,847 |
| Value of total assets at end of year | 2011-12-31 | $11,442,707 |
| Value of total assets at beginning of year | 2011-12-31 | $11,335,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $198,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $424,057 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $424,057 |
| Administrative expenses professional fees incurred | 2011-12-31 | $24,683 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $245,707 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $447,143 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $222,125 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $319,775 |
| Administrative expenses (other) incurred | 2011-12-31 | $44,981 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $60,348 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $203,798 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $251,092 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,382,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,131,267 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $3,880 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,607,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,580,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $203,415 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $96,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $96,448 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $75,212 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-46,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $4,823,140 |
| Employer contributions (assets) at end of year | 2011-12-31 | $409,389 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $338,336 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,474,064 |
| Contract administrator fees | 2011-12-31 | $125,068 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | STEVEN D EISENBERG CPA, P.A |
| Accountancy firm EIN | 2011-12-31 | 650140643 |
| 2010 : IBEW LOCAL 915 HEALTH AND WELFARE FUND 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $203,798 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $185,992 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,265,160 |
| Total loss/gain on sale of assets | 2010-12-31 | $7,431 |
| Total of all expenses incurred | 2010-12-31 | $7,233,313 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,027,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,116,212 |
| Value of total assets at end of year | 2010-12-31 | $11,335,065 |
| Value of total assets at beginning of year | 2010-12-31 | $13,285,412 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $205,929 |
| Total interest from all sources | 2010-12-31 | $3,549 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $594,560 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $594,560 |
| Administrative expenses professional fees incurred | 2010-12-31 | $39,603 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $229,625 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $521,291 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $319,775 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,035,318 |
| Other income not declared elsewhere | 2010-12-31 | $165,150 |
| Administrative expenses (other) incurred | 2010-12-31 | $41,470 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $203,798 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $185,992 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-1,968,153 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,131,267 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,099,420 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $3,880 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,580,506 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,347,895 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $96,448 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $306,794 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $306,794 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,549 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $88,515 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $378,258 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,886,587 |
| Employer contributions (assets) at end of year | 2010-12-31 | $338,336 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $595,405 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,417,578 |
| Contract administrator fees | 2010-12-31 | $120,976 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $3,331,451 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $3,324,020 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2010-12-31 | 650140643 |
